Lucia Wealth Services’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Buy |
3,773
+118
| +3% | +$32.8K | 0.25% | 69 |
|
|
2020
Q2 | $916K | Sell |
3,655
-349
| -9% | -$87.5K | 0.24% | 69 |
|
|
2020
Q1 | $748K | Sell |
4,004
-3,550
| -47% | -$663K | 0.25% | 71 |
|
|
2019
Q4 | $1.65M | Sell |
7,554
-482
| -6% | -$105K | 0.51% | 40 |
|
|
2019
Q3 | $1.87M | Sell |
8,036
-1,238
| -13% | -$287K | 0.62% | 34 |
|
|
2019
Q2 | $1.93M | Sell |
9,274
-1,453
| -14% | -$302K | 0.66% | 31 |
|
|
2019
Q1 | $2.06M | Buy |
10,727
+2,607
| +32% | +$500K | 0.71% | 32 |
|
|
2018
Q4 | $1.4M | Sell |
8,120
-3,487
| -30% | -$599K | 0.66% | 38 |
|
|
2018
Q3 | $2.4M | Sell |
11,607
-767
| -6% | -$159K | 0.75% | 32 |
|
|
2018
Q2 | $2.41M | Buy |
12,374
+11,809
| +2,090% | +$2.3M | 1.06% | 22 |
|
|
2018
Q1 | $101K | Buy |
+565
| New | +$101K | 0.03% | 124 |
|